How to engage with website visitors to turn them into customers

Whether you consider yourself technically savvy or not, having a website in this day and age is not only key to generating new business but expected. It is the first thing that any prospective client will look for even if it is just for your contact details. Your website however is so much more, it is effectively your shop window; as the ‘shoppers’ peruse your site, wouldn’t it be great if they were to see something that captured their attention, kept it, and offered them something that they simply couldn’t resist. Surely you would like that website to be yours.

There are several steps you can take to make your website stand out from the crowd, as well as ensure you are promoting yourself as well as you can against your competition.

So, why is a website so important?

Your website presents your business online to the world. It is vital that you have a professional-looking regularly updated website to attract your website visitors, therefore potential customers.

People visiting a poorly designed website that takes a while to load are likely to go straight back to the search engine and choose someone else – and this is the last thing you want when business and new customers are so important.

Keep it simple

Your website could be your most lucrative marketing tool, so you should take several things into consideration when thinking about its design – or explaining to someone what type of website that you want.

A clean, straight-forward template is one of the first steps to ensure your website is a winning one. People don’t like clutter; they like to go onto a website and be able to instantly and intuitively know how to navigate to the information they require.

If your website has too many menus and a lot of text on the home page, it will be sure to put people off. Your homepage sells your business, and the menu should only include pages that offer useful information about your services that will help visitors learn about your services and you who are.


Websites
 Think about the add-ons

Providing general information about your services is vital, but it’s also highly beneficial to include additional tools to offer your visitors an opportunity to get engaged with your website. Broadly speaking, the more engaged your visitors are, the more likely they are to convert into paying customers.

Interactive Mortgage Search plug-in and the Best Buy Tables allow you to position yourself to your audience as a more credible and modern professional adviser and differentiate your website from others. You can find out more about how plug-ins work here.

These sort of plug-ins can also encourage visitors to fill in an enquiry form, so they become lead generators. You can then receive the visitors’ contact details in an encrypted email, so that all personal details remain secure. If you were to use Mortgage Brain’s plug-in and Best Buy Tables, then enquiries are pre-populated into the Key, our CRM system so that the leads form part of your usual compliant sales process.

Both of Mortgage Brain’s plug-ins are also mobile-friendly, so they will look and work well on any website being viewed on different devices, from a PC to a smartphone.

Get social

When people are looking for a service, many may turn to social media to get a feel for the company and see what they are posting. So adding buttons that link to your social media profiles on your website will allow people to quickly find you.

You must however be sure to keep your social media accounts regularly updated. Visitors are likely to be put off by a Twitter page that hasn’t seen any activity for several months, or a Facebook page with hardly any information about your business or what you do. Make sure you are posting content onto your pages or accounts each week to keep them fresh and engaging.

The perfect website?

A website doesn’t have to be perfect to convert customers. It just needs to be smart, efficient, and straight-to-the-point, preferably with add-ons such as our mobile-friendly plug-ins to give your visitors as reason to stay on and remember your website for long enough to encourage them to contact you and turn into paying clients.

Websites are all about capturing attention, and then engaging visitors enough to keep them there. Once you’ve cracked that, your business will start generating a lot more leads.

If you want to find out more about our MortgageBrain B2C offerings, go to the dedicated page on our website. You can also contact the team via Live Chat whilst you’re there, or tweet us if you want to find out more.

How important is a good CRM system for Mortgage Advisors?

A good CRM system

The benefits of a lead management, easy to use and professional customer relationship management (CRM) software is vital to mortgage advisors operating in the mortgage industry today.

With the use of an effective and reliable CRM software solution, mortgage advisors can quickly take advantage of many benefits offered by high-end technology. Providing your clients with an outstanding customer experience will provide you with a competitive edge against other advisors, no matter how large or small your mortgage advisory is. Having accurate customer and prospect contact information will allow you to covert leads into clients.

Here are four important factors any good CRM system will provide, allowing you to ensure you develop effective and meaningful relationships with your clients, increasing your competitive edge and profitability:

1. Managing Sales and Leads
When it comes to managing sales leads, having a CRM solution that can guide you through the conversion and retention phase is very important. Ensuring your leads are at the point of looking for a mortgage and eligible will ensure they are worth your time an effort.

A complete CRM solution will allow you to get out there and find the right customers for your business. As sales are a vital part of your company’s strategy, you cannot just wait for potential customers to come to you. By keeping track of your potential leads and by finding new ways to improve your relationship with them, your business will automatically improve.

2. Compliance
Promote compliance in all borrower communications. An effective CRM solution will help lenders demonstrate how they have met compliance. The correct technology will enable lenders to be pro-active in their compliance monitoring and the production of management information. Evidence and trails for the whole process need to be accessible for recording and audit purposes.

3. Sales Lead Tracking
An effective mortgage CRM software makes it very easy to keep all your leads in one place, allowing for easy management and hassle-free prioritising. Tracking leads and adding new customers will be simple with the introduction of a good CRM system. Leaving you to spend your time on guaranteed leads.

4. Integration with other systems
A good CRM will allow integration with other back-office systems at your company. Make sure that you can either integrate smoothly or import all information needed flawlessly.

The Key is a proven CRM system that will help increases your sales and help you ensure complete compliance control, with all of your data safely and securely backed up.

The Mortgage Advice Brokerage that has two Advisers based in their Glasgow office has been using the Key for a while. They commented “We use the full functionality of the Key to run our business back office and have now been paperless for over 6 years. This saves us a huge amount of time per case, allowing us to see more clients and look after them more efficiently. This has helped increase our turnover year on year.”

For £40 (plus VAT) per licence per month, the Key provides full integration and seamless compliance and processing and is integrated with MortgageBrain Classic or MortgageBrain Anywhere for your mortgage sourcing needs and the Mortgage Trading Exchange (MTE) for your mortgage application submission.